Wealth High Governance Asset Management Ltda.: 13F holdings
CIK 21117282026Q2
| Positions | 50 |
|---|
| Reported value | $939.5m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 50 (-1 vs prior quarter) |
|---|
| Reported value | $939.5m (+46.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GNRC GENERAC HLDGS INC | 217,195 | $63.6m | 6.8% |
| GLW CORNING INC | 180,986 | $46.2m | 4.9% |
| PH PARKER-HANNIFIN CORP | 43,440 | $42.5m | 4.5% |
| TKR TIMKEN CO | 289,555 | $42.1m | 4.5% |
| AMD ADVANCED MICRO DEVICES INC | 72,398 | $42.1m | 4.5% |
| SHARKNINJA INC | 253,389 | $38.6m | 4.1% |
| DDOG DATADOG INC | 144,774 | $37.7m | 4.0% |
| FIX COMFORT SYS USA INC | 18,096 | $35.9m | 3.8% |
| HUT HUT 8 CORP | 289,537 | $33.4m | 3.6% |
| CW CURTISS WRIGHT CORP | 43,434 | $32.9m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111728")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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